A Wealth of Learning Opportunities – and Resources – at Your Fingertips
Knowledge is power. Imagine what you could do with 24-hour access to a powerful learning community to help you stay up to date with the latest trends, insights, news, and best practices to share with your valued clients. XPX’s exclusive Knowledge Exchange is the one place where you can exchange knowledge with some of the industry’s most successful professionals with expertise in a wide variety of areas. Here are recent posts from our chapter activities and members:
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Summit Host Sponsors
You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.
Gold Sponsors
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Silver Sponsors
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
Bronze Sponsors
I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
You are worried that you might outlive your income
You need a business valuation or forensic accounting to assist you in making critical financial decisions
You see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
You need to know the value of your business for gift or estate tax purposes, a buy/sell agreement, a merger or acquisition, a sale of stock or for litigation purposes.
You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions